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JDVCX vs RLBCX
JDVCX vs RLBCX Comparison
Open Charts JDVCX vs RLBCX
JPMorgan Diversified C
Price$16.51
Change+$0.19 (+1.16%)
VolumeN/A
Net Assets476.78M
American Funds American Balanced R3
Price$37.31
Change+$0.41 (+1.11%)
VolumeN/A
Net Assets253.63B
JDVCX vs RLBCX Comparison Chart in %
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JDVCX vs. RLBCX commentary
Aug 23, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JDVCX is a Buy and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 254B vs. JDVCX (477M). JDVCX pays higher dividends than RLBCX: JDVCX (1.88) vs RLBCX (1.56). JDVCX was incepted earlier than RLBCX: JDVCX (22 years) vs RLBCX (23 years). JDVCX (1.74) is less costly to investors than RLBCX (0.89). JDVCX is a more actively managed with annual turnover of: 63.00 vs. RLBCX (44.00). RLBCX has a lower initial minimum investment than JDVCX: RLBCX (250) vs JDVCX (1000). RLBCX annual gain was more profitable for investors over the last year : 7.65 vs. JDVCX (6.22). RLBCX return over 5 years is better than : 36.74 vs. JDVCX (3.95).
| JDVCX | RLBCX | JDVCX / RLBCX | |
| Total Expense Ratio | 1.46 | 0.89 | 164% |
| Annual Report Gross Expense Ratio | 1.74 | 0.89 | 196% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 8.055 | 9.890 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 477M | 254B | 0% |
| Annual Yield % from dividends | 1.88 | 1.56 | 121% |
| Returns for 1 year | 6.22 | 7.65 | 81% |
| Returns for 3 years | 21.92 | 32.30 | 68% |
| Returns for 5 years | 3.95 | 36.74 | 11% |
| Returns for 10 years | 17.80 | 75.56 | 24% |
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